ANCORA ADVISORS LLC
Q2 2022 Form 13-F

CLEVELAND, OHIO
CIK 0001446114 · CRD 124674 · SEC-registered investment adviser
Consolidated report · includes 3 managers since Q4 2016
$3.6B Reported Value Total

ANCORA ADVISORS LLC reports 301 total accounts under management (AUM). There are 282 discretionary accounts valued at $3,144,367,055, and 19 non-discretionary accounts valued at $2,303,422,746.

Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
SEC Registered Discretionary & Non-Discretionary
Firm Brochure (Part 2A)
Private funds (Form ADV)
20 funds · $691.2M gross asset value
Hedge Fund: $691.2M · Real Estate Fund: $0
Source: Form ADV filed 2026-03-31
Reported value
$3.6B
Quarter over quarter
-14.0%
Holdings
1,989
Top-10 concentration
26.3%

Filing Structure

Reports holdings for

Key People

Form ADV owners & control persons
Matthew Martin D'Anniballe
CHIEF FINANCIAL OFFICER
Frederick David Disanto
CHIEF EXECUTIVE OFFICER, CHAIRMAN
Jason P Geers
CHIEF COMPLIANCE OFFICER
Q1 2022
Q3 2022
Go to latest

Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.

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Q2 2022 13F filing summary

Period of report June 30, 2022
Filed August 15, 2022
Form 13F-HR
Reported value $3.6B
Positions 1,989
Change in reported value -2.3%
New positions 237
Exited positions 780
Position turnover 36.7%
Top-10 concentration 26.3%

13F filings by quarter

Quarter Positions Value
Q2 2026 13F
Filed Aug 14, 2026
 1,947 $5.2B
Q1 2026 13F
Filed May 15, 2026
 2,363 $4.7B
Q4 2025 13F
Filed Feb 17, 2026
 2,409 $4.9B
Q3 2025 13F
Filed Nov 14, 2025
 1,939 $5.0B
Q2 2025 13F
Filed Aug 14, 2025
 1,942 $4.8B
Q1 2025 13F
Filed May 15, 2025
 1,767 $4.5B
Q4 2024 13F
Filed Feb 14, 2025
 1,812 $4.5B
Q3 2024 13F
Filed Nov 14, 2024
 1,780 $4.4B
Q2 2024 13F
Filed Aug 14, 2024
 1,830 $4.0B
Q1 2024 13F
Filed May 16, 2024
 1,761 $4.4B
Q4 2023 13F
Filed Feb 14, 2024
 1,703 $4.3B
Q3 2023 13F
Filed Nov 14, 2023
 1,728 $3.8B
Q2 2023 13F
Filed Aug 14, 2023
 1,751 $3.8B
Q1 2023 13F
Filed May 16, 2023
 1,908 $3.5B
Q4 2022 13F
Filed Feb 14, 2023
 1,605 $3.5B
Q3 2022 13F
Filed Nov 14, 2022
 1,823 $3.2B
Q2 2022 13F
Filed Aug 15, 2022
 1,989 $3.6B
Q1 2022 13F
Filed May 13, 2022
 2,597 $3.6B
Q4 2021 13F
Filed Feb 14, 2022
 2,242 $4.2B
Q3 2021 13F
Filed Nov 15, 2021
 2,082 $3.9B

33 earlier quarters on file — choose one from the quarter menu above.

Top 20 holdings · Q2 2022

# Holding Reported value % of portfolio
1 CHRW C H ROBINSON WORLDWIDE INC $231.9M 6.53%
2 FWRD FORWARD AIR CORP $123.6M 3.48%
3 GPRE GREEN PLAINS INC $109.6M 3.09%
4 VOO VANGUARD INDEX FDS $94.1M 2.65%
5 AAPL APPLE INC $84.5M 2.38%
6 KSS KOHLS CORP $63.7M 1.79%
7 JPST JP MORGAN ULTRA SHORT INCOME E $60.7M 1.71%
8 MSFT MICROSOFT CORP $59.0M 1.66%
9 IAA IAA INC $55.3M 1.56%
10 MGC VANGUARD WORLD FD $52.9M 1.49%
11 JNJ JOHNSON & JOHNSON $47.8M 1.35%
12 ABBV ABBVIE INC $46.2M 1.3%
13 ITOT ISHARES TR $45.4M 1.28%
14 UNH UNITEDHEALTH GROUP INC $43.2M 1.22%
15 AVGO BROADCOM LTD SHS $40.5M 1.14%
16 BERY BERRY PLASTICS GROUP $37.0M 1.04%
17 JPM JP MORGAN CHASE & CO $34.9M 0.98%
18 CVX CHEVRON CORP NEW $34.6M 0.97%
19 CVS CVS HEALTH CORP $33.8M 0.95%
20 HON HONEYWELL INTL INC $31.9M 0.9%

Values as reported on the Q2 2022 Form 13F. Every position is in the holdings table below.

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